See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,904 | $75,183-35.0% | $123,892-60.5% | $55,167-11.4% |
| Participation rate | 59.2% | 72.8%-13.6pp | 81.4%-22.2pp | 69.0%-9.8pp |
| Annual return | 7.38% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $747 | $2,823-73.6% | $4,617-83.8% | $1,963-61.9% |
| Participant deferral / active EE | $4,814 | $5,084-5.3% | $5,984-19.6% | $3,054+57.6% |
| Admin fee / account holder | $10 | $663-98.5% | $8,357-99.9% | $504-98.0% |